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EBay Growth Grinding To A Halt, Q2 In Line, Q3 Guidance Weak (EBAY)

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2008-07-16 16:45:00 by Vasanth Sridharan in Silicon Alley Insider
...Growth in eBay's "Marketplaces" division -- its core auctions/sales business -- is grinding to a halt. Transaction revenues grew just 9% year-over-year, vs. 14% y/y growth last quarter and 23% y/y growth during Q2 2007. PayPal and Skype are doing fine We'll listen in to the earnings call at 5 p.m. eastern looking for more color, as well as...
 
Tags: guidance, growth, eps guidance, marketplaces, marketplaces growth, full-year revenue guidance, ebay, growth prospects, cautious guidance
 
 
 
 
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Akamai CFO: Betting On HD Video For Growth (AKAM)

2008-09-03 11:45:00 by Vasanth Sridharan in Silicon Alley Insider
 
...growth in that area of Akamai's business has started to "moderate." Akamai CEO Paul Sagan said it in July during the company's Q2 earnings call, and CFO J.D. Sherman reiterated it today in a fireside chat at Citi's annual tech conference So what's next? Better quality video, like HD, Sherman says, is one area for growth. That promises to push...
 
Tags: social media space, space, akamai, media, media customer, growth, media growth, media space, online
 
 
 
 
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Netflix Cuts Q4 Guidance Again, October Growth Down 30% (NFLX)

2008-10-20 18:50:00 by Dan Frommer in Silicon Alley Insider
 
...growth has slowed significantly since last year -- down 30% year-over-year so far in October. Which is why today, Netflix re-lowered the Q4 revenue and subscriber guidance it already reduced last week On the plus side, Netflix's subscription model means most of its Q4 earnings will come from existing subscribers, so even if the company's...
 
Tags: growth, guidance, subscriber, subscriber target, subscriber guidance, word-of-mouth growth, subscriber growth, million guidance, blu-ray
 
 
 
 
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Google Query Growth Strong In September, But Spending Trends Ominous

2008-10-14 20:47:00 by Henry Blodget in Silicon Alley Insider
 
...growth for the month of September, is a slight positive. The second, an anecdotal report on retail search spending in September, is potentially ominous for Q3 results and beyond First, query growth. Doug Anmuth, late of Lehman Brothers, now of Barclays, jumped on the monthly Comscore report that was released this evening after the close....
 
Tags: query, query growth, query vol, growth, industry query growth, qtrly growth, share, share 50bps, query growth stats
 
 
 
 
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Apple's Mac Growth Spurt Slowing Down? (AAPL)

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2008-08-26 06:45:00 by Dan Frommer in Silicon Alley Insider
...growth streak appears to be losing steam. Time for some updated laptops Recently, we've seen three data points estimating this quarter's Mac unit sales. Two of the three suggest that Apple is going to have a second straight quarter of decelerating unit growth Piper Jaffray analyst Gene Munster says current Street consensus is that Apple will...
 
Tags: growth, apple, year-over-year growth, year-over-year, apple mac, million, million macs, suggests apple, quarter
 
 
 
 
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Apple Mac Sales Growth Dives In August. Hope Those New MacBooks Show Up In October (AAPL)

2008-09-15 15:27:00 by Dan Frommer in Silicon Alley Insider
 
...growth took a hit in August, according to new data from research firm NPD Group. But September quarter sales are still on track to beat Wall Street's expectations, and new Macs -- which should boost December quarter sales -- are reportedly on the way Mac unit sales increased 23% year-over-year in August, a deceleration from 43% year-over-year...
 
Tags: growth, apple, ipod sales growth, sales, iphone growth ramps, macs, september quarter, september quarter sales, cheaper macs
 
 
 
 
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Will Apple's Growth Engines Grind To A Halt In A Downturn? No (AAPL)

2008-09-30 16:20:00 by Dan Frommer in Silicon Alley Insider
 
...growth story -- its Mac computer business -- grind to a halt in a recession? Could its iPod line see shrinking sales next year? Could most of Apple's revenue growth next year come from this year's iPhone sales -- thanks to a creative accounting technique That's the doomsday forecast issued today by Citigroup analyst Richard Gardner, who...
 
Tags: growth, apple, year-over-year growth, total revenue growth, apple tv, affect apple, apple plunges, apple shares, expects apple
 
 
 
 
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Comcast Broadband Subscriber Growth Up, Ad Revenue Down (CMCSA)

2008-10-29 09:35:00 by Dan Frommer in Silicon Alley Insider
 
...growth jumped 37% from a year ago, the company reported this morning . (For comparison, AT&T's Q3 broadband sub. growth dropped 70% this year and Verizon's dropped 55% year-over-year -- boosted by signups for its super-fast, fiber-optic 'FiOS' network, only available in some areas Meanwhile, Comcast's Q3 advertising revenue -- stations like...
 
Tags: broadband, growth, comcast, broadband subscriber growth, cable, cable business, broadband market share, strong, strong company